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Select a trigger from Salesmate
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find or Create a Company
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Teammates
- Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Enter the Activity IdRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- ProductRequired
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- TitleRequired
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- NameRequired
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Owner
- NameRequired
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your app - SubjectRequired
- Search Type
- Assign To
- Type
- Filter_idRequired
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- NameRequired
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Term to search forRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Enter the Activity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Teammates
- Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Find or create a contact
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Select ModuleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Filter_idRequired
- Deal Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Enter the Activity IdRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- NameRequired
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign To
- What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Search Type
- Assign To
- Type
- Filter_idRequired
- Is done?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Term to search forRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- NameRequired
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found